As a notary, it is important to prioritize your client’s experience and make the signing process as smooth and stress-free as possible. Here are a few tips to make the process easy for your client:
Communicate Clearly
Before the appointment, provide the client with clear instructions on what they need to bring, what they need to sign, and what they can expect during the appointment. During the appointment, clearly explain each document and its purpose, answer any questions, and ensure the client is comfortable with the process.
Be Flexible
Clients often have busy schedules, and it’s essential to be flexible and accommodate their needs. Offer to conduct the appointment at a time and location that’s convenient for them—whether it’s in-person, online, or at their place of work. This could mean offering evening or weekend appointments or the ability to conduct the notarization remotely. Being flexible can make a big difference in their overall experience.
Be Prepared and Organized
Before the signing appointment, review all the documents and ensure you have all the necessary equipment and supplies ready. This includes having the appropriate notarial certificate, a proper stamp, and a reliable high-speed internet connection. Encourage your clients to come prepared with all necessary documents and identification. Being prepared can help avoid delays and ensure a smooth and efficient signing process.
Maintain Professionalism
As a notary, it’s essential to maintain a professional and courteous demeanor throughout the signing process. This includes dressing appropriately, using proper language and etiquette, and creating a safe and secure environment for the client. A professional approach can put the client at ease, make a positive impression, and build trust.
Provide Bilingual Services
Offering bilingual services, such as Spanish or other language options, can significantly benefit clients who may be more comfortable communicating in their native language.
As a bilingual notary, you have a unique skill set that can add value to the client. Offer to explain the documents in their native language, answer any questions, or provide additional information about the process. A bilingual element ensures that language barriers do not prevent them from receiving the notary services they need. Value-added services like this can help establish a positive relationship with the client and increase the chances of repeat business.
By implementing these 5 tips, you can provide a high-quality and efficient notarization experience for your clients, establish a positive reputation, build trust with your clients, and grow your business.
A Better Way to Close with BNN Services
Since 2008, BNN Services has been trusted by title agencies, mortgage lenders, servicers, and consumers to perform loan and document signings in multiple languages across the country.
Unlike other signing services, BNN Services “touches” every file 8 to 9 times, ensuring the process moves forward free of delays. That is why we have completed over 250,000 signings in all 51 jurisdictions and maintained a closing ratio of 96 percent.
Ready to experience the BNN Services Difference? Get started today!